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Setting Up and Managing Groups

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To set up new Groups:
  1. Go to Settings> Manage Groups.
  2. Enter the Group name (Description is not required, it's your own reminder of what the Group is for).
  3. Note you can also edit existing Groups by simply editing the Group name and clicking "Update".
  4. You can Delete a Group by checking the box next to it and clicking "Update".
To add or edit a Group in a Subcontractor/Company record:
  1. Open the Company.
  2. Click their Groups tab and click "Manage Company Groups".
  3. Check the box(es) next to the Groups you want to assign and click "Update".
To Mass Assign Companies to a Group:
  1. Go to Companies> Mass Assign Trades/Groups, and then click the Groups tab.
  2. Click the Group you want to assign Companies to, and then click "Proceed to Select Companies".
  3. Check the companies you want to assign. (TIP: For faster searching/finding, click your Control Key and "f" key at the same time, and enter any portion of the company name in that search. It will take you right to that company so you can find them and check them quicker!)

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